Morningstar Investment Management’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.96M Hold
87,065
0.12% 172
2026
Q1
$1.96M Buy
87,065
+6,505
+8% +$153K 0.12% 170
2025
Q4
$1.95M Buy
80,560
+12,689
+19% +$316K 0.12% 172
2025
Q3
$1.77M Buy
67,871
+57,031
+526% +$1.55M 0.07% 273
2025
Q2
$280K Buy
+10,840
New +$301K 0.02% 170
2023
Q4
Sell
-29,592
Closed -$995K 205
2023
Q3
$995K Hold
29,592
0.14% 57
2023
Q2
$1.05M Buy
+29,592
New +$1.14M 0.14% 55

Other funds holding KHC

Morningstar Investment Management's KHC Position: Q2 2026 in Review

Morningstar Investment Management held its Kraft Heinz (KHC) position steady in Q2 2026 at 87,065 shares worth $1.96M. The position accounts for 0.12% of the portfolio, ranked #172.

Morningstar Investment Management first reported a position in KHC in Q2 2023 and has held it in 7 quarters since. 1,113 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • Morningstar Investment Management held 87,065 shares of Kraft Heinz worth $1.96M as of Q2 2026.
  • Morningstar Investment Management left its Kraft Heinz share count unchanged in Q2 2026.
  • Kraft Heinz made up 0.12% of Morningstar Investment Management's portfolio in Q2 2026, its #172 holding.
  • Morningstar Investment Management first reported a position in Kraft Heinz in Q2 2023 and has held it in 7 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.